What activity records do the different record sets permit you to search?

The different record sets in the Saved Searches window restrict your saved searches to different sets of activities. To improve saved search performance, restrict your saved searches to smaller record sets.

For example, rather than searching all the records you can see, search all the records you and your subordinates own. Or restrict your searches to a smaller geographical area. For example, search all the activities in one state instead of the whole country.

Here's a list of the record sets for activities. Not all record sets are available to all users. For example, the record set involving subordinates is available only to managers.

Record Set Name

Description

I own

Activities you either created or ownership was assigned to you.

I am a resource

Activities where you're a resource.

My subordinates own

Activities owned by you and your subordinates.

All records I can see

Activities that you can view based on your resource team membership, sales territory assignments, your position in the organization, and security permissions.

This record set is available only if the administrator enables it using a profile option.